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Investor Visas Workshop
Orlando, FL: Wednesday, June 13, 2007 - 8:30am-5pm

Location: Orlando World Center Marriott
Speakers: Lincoln Stone, Morrie R. Berez, Edward J. Carroll, Tammy Fox-Isicoff, Mark Ivener, Thomas L. Raleigh, III, and Gregory Siskind


Workshop Outline Speaker bios REGISTER NOW!

This is an all-day, (8:30 am to 5 pm), comprehensive workshop. Considerable time will be devoted to back and forth and the seating is limited to the first 50 registrants to give participants ample opportunity to have their critical questions answered. Walk-in Registration Accepted. MCLE Credits Available.


Continental Breakfast and Handouts Provided
Session 1: Immigration strategies for investors and entrepreneurs
  • Nonimmigrant visas for investors E-1s, E-2s, Hs,Os and Ls
  • Permanent residence categories for investors EB-1s and Labor Certificates
15 min. break: Refreshments provided10:30am-10:45am
Session 2: EB-5 Considerations
  • Basic eligibility
  • Regional centers
  • Removal of conditions
  • Comparing strategies
Lunch Program:
Includes Lunch and Presentation
Session 3: Due diligence issues
  • Role of the immigration attorney
  • Interdisciplinary matters
  • Regional center considerations
15 min. break: Refreshments provided3:15pm-3:30pm
Session 4: Regional centers: advanced
  • Job creation/methodologies
  • Issues for regional center entities


Lincoln Stone is certified by the State Bar of California Board of Legal Specialization as a Specialist in Immigration and Nationality Law. Following his clerkship with a federal court judge, Mr. Stone started his career in immigration law in 1987 as an attorney with the U.S. Immigration and Naturalization Service. Mr. Stone is renowned internationally as an expert in the complex area of law concerning investment immigration. He has drafted key legislation enacted by Congress. Lawyer colleagues and government officials have cited Mr. Stone’s work, and commercial litigators, the national media and the U.S. Congress’ Government Accountability Office have relied on his expertise. Mr. Stone is a frequent speaker before local, state and national bar associations. He has published numerous practitioner-focused articles in immigration law journals, and he is Editor in Chief of a new publication on investor and entrepreneur immigration. Mr. Stone has served five years as Chair of the Investor Committee of the American Immigration Lawyers Association (AILA), an association of more than 9,000 attorneys worldwide. He recently accepted an appointment to serve as a Commissioner on the Advisory Commission of the State Bar of California Board of Legal Specialization.

Morrie R. Berez currently is Chief of the USCIS Foreign Trader, Investor & Regional Center Program. His portfolio covers EB-1/2/3 immigrant workers, EB-5 immigrant investors, E-1/2 nonimmigrant traders and investors, and immigration issues relating to international commerce and trade, and Asian Pacific Economic Cooperation (APEC). Morrie started at legacy INS in 1983. Prior to INS he did special investigations for Congress through the Government Accountability Office (GAO) investigating insurance fraud by medical providers, fraud and price fixing by funeral homes and cemetaries, and government procurement fraud. He also worked at the Energy Department, investigating Electric Utilities to identify and deter illegal rate fixing and price gauging in the electric power industry. Prior to Federal Government, he was a law enforcement officer with the Multnomah County (Oregon) Sheriff's Department. Upon graduation from College Morrie served in the Peace Corps in Nigeria, West Africa for 2 years. Morrie did his graduate studies at Ohio University and Duquesne University, completing a Master's program in African Studies and Government, with a minor in linguistics. Morrie has a love of cinema, skiing, crafting pottery, ethnic foods, and intense political discourse. He is married and the father of 3. Two of his kids so far have finished college and are "off the payroll", while his 3rd child is into extreme white water kayaking, snowboarding and rock climbing and is in his final year at Montana State University in Bozeman.

Edward J. Carroll is a graduate of S.U.N.Y.-Binghamton (B.A. 1966) and Brooklyn Law School (J.D. 1969) and was admitted to the Bar in N.Y.S. in 1969 and in Vermont in 1974. Articles authored by Mr. Carroll have appeared in publications of the American Immigration Lawyers Association, the American Bar Association, the Vermont Bar Association and in Canadian publications. Mr. Carroll has served the American Immigration Lawyers Association as a member of the Permanent Immigration Policy Committee, the Investor (EB-5) Committee and the Border Security Issues Committee, the Admissions & Interior Enforcement Committee and as Co-Chair of the Liaison Committee to the Vermont Service Center. He has also been liaison to CIS, CBP and DOL offices in Vermont for AILA's New England Chapter. He was Vice-Chair, of the ABA Immigration Law Committee, General Practice Section, 1994 - 2001. Mr. Carroll is a frequent presenter on U.S. immigration law to legal and business groups in the U.S. and Canada and at AILA conferences. He has taught immigration law to INS employees at the Vermont Service Center. He has been a commentator for radio and television on immigration issues. Mr. Carroll is listed in Best Lawyers in America.

Tammy Fox-Isicoff is a graduate cum laude of the University of Miami School of Law. She joined the U.S. Department of Justice in 1983 as a trial attorney with INS and went on to serve as Special Assistant U.S. Attorney for Immigration in the Southern District of Florida. She entered private practice in 1988, focusing on immigration. She has earned an "AV" rating from Martindale-Hubbell and is certified by the Florida Bar as a Specialist in Immigration and Nationality Law. Ms. Fox-Isicoff is a past president of the South Florida chapter of AILA and currently serves on the national Board of Governors of AILA. She has chaired numerous committees at the AILA national level including the Media, Congressional and Bar Association Committees. Ms. Fox-Isicoff is the recipient of several presidential awards from AILA for her advocacy of immigrants. She has also been selected to represent AILA to the American Bar Association's Immigration Coordinating Committee and is a member of the Florida Bar's Certification Committee in Immigration and Nationality Law. She has served as a legal expert on immigration law for various news sources and has appeared on "NBC Today" and "The CBS Morning Show" on a number of occasions. Ms. Fox-Isicoff has published numerous articles on immigration topics and is a frequent local and national lecturer. Listed in the Best Lawyers in America and in South Florida Legal Guide as one of the top lawyers in South Florida, Ms. Fox-Isicoff is widely recognized as a national expert on all areas of immigration.

Mark Ivener was educated at the University of Illinois (B.A.,1964) and at U.C.L.A. Law School (J.D., 1967) and admitted to the California Bar in January 1968. He has been practicing law in Los Angeles for 30 years. He has lectured on US immigration law for the World Trade Institute in New York, Houston, Chicago, and San Francisco. He has also lectured for the International Bar Association in Munich, Madrid, and New York. Mr. Ivener has participated in many immigration seminars for the Law Societies of British Columbia and Alberta and the American Immigration Lawyers Association. He has authored the books, Handbook of Immigration Law, Volumes I and II [1980; 2nd edition, 1982; and 3rd edition, 1986; Online edition, 1999]; Doing Business in the USA Under Free Trade [1989; 2nd edition, 1990]; Get The Right Visa [1992; 2nd edition 1994]; A Complete Guide To Getting An American Visa (in Japanese) 1993; 2nd edition 1994; 3rd edition 1999]; and Have You Thought About Immigrating To The US? (in Spanish) [1995]. He has also written many articles on immigration law which have appeared in the International Law Journal, the Canadian-American Bar Association Newsletter, Business and the Law and World Trade Trends. Mr. Ivener is a founding member of IMMLAW, The National Consortium of Immigration Law Firms. Also, Mr. Ivener is listed in the Martindale-Hubbell Bar Register of Preeminent Lawyers. Mr. Ivener was recently named Top 100 Wealth Advisors and Managers in the Americas by Citywealth magazine. He was the only immigration lawyer named on this list.

Thomas L. Raleigh, III is with Akerman Senterfitt.

Gregory Siskind is the founding partner of Siskind Susser and has been practicing immigration law since 1990. Since he started Siskind Susser in 1994, he has become one of the best-known immigration lawyers in the country. After graduating magna cum laude from Vanderbilt University, Gregory Siskind went on to receive his law degree from the University of Chicago. For the past several years, he has been an active member of the American Immigration Lawyers Association. He recently served as chairman of the AILA Physicians Committee and now chairs the Foreign Medical Graduate Taskforce. Greg is a member of the American Bar Association where he serves on the Council of the Law Practice Management Section. He is also a member of the Tennessee Bar Association, the Nashville Bar Association and the Memphis Bar Association. He serves on the Board of Directors of the Hebrew Immigrant Aid Society and on the executive board of the Jewish Family Service agency in Memphis, Tennessee. He recently was named one of the Top 40 executives under age 40 in Memphis, Tennessee by the Memphis Business Journal and as one of the 101 best lawyers in Tennessee by Business Tennessee Magazine. Greg regularly writes on the subject of immigration law. He has written several hundred articles on the subject and is also the author of the book The J Visa Guidebook, published by Lexis-Nexis, one of the nation's leading legal publishers. He is also a technology columnist for Immigration Law Today published by the American Immigration Lawyers Association.

Orlando World Center Marriott, Resort & Convention Center
8701 World Center Drive, Orlando, Florida 32821

Tampa, I-4 East, to exit 67 (to 536 East). Hotel is on the left.

Miami, Florida Turnpike North, to Osceola Parkway West (toward Disney), to right on SR 535 North (Vineland Road), to left on 536 West. Hotel is on the right.

Daytona, I-4 West, to exit 67 (to 536 East). Hotel is on the left.

Atlanta, I-75 South, to Florida Turnpike South, to I-4 West, to exit 67 (536 East). Hotel is on the left.

Orlando (MCO) – (15 mi SW) Take South Exit from Airport to Greenway Toll Road South (Rt. 417). Take Exit 6 (536 East), go through 2 lights and hotel will be on the right.

Kissimmee (ISM) – (10 mi NE) Dyer Ave to U.S. 192 West to S.R. 535. Turn right on S.R. 535 to S.R. 536, Turn left, and hotel is on the right.

Sanford Airport – (41 mi NE) Take E. Lake Mary Blvd to I-4 West, approximately 30 miles. Exit 67 to SR 536 east. Hotel is on left.

Material included in the registration price is Immigration Options For Investors and Entrepreneurs Edited by Lincoln Stone

Cancellation/Return/Shipping Policy
Workshop Package 
Orlando, FL: June 13, 2007 - 8:30am to 5pm.
Includes continental breakfast, sit-down lunch & coffee breaks.


If you prefer to sign up by mail or fax click here for the order form

Disclaimer: participation in this workshop does not create an attorney-client relationship with the speakers